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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1214 | 1054 | 1337 | 1302 | 1850 | 2361 |
Fund Return | 21.44% | 5.37% | 33.73% | 9.19% | 13.09% | 8.97% |
Place in category | 538 | 966 | 790 | 934 | 896 | 854 |
% in Category | 35 | 67 | 54 | 72 | 73 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.25B | 25.80 | 7.80 | 13.54 | ||
Invesco Equity and Income A | 10.36B | 11.71 | 5.87 | 7.31 | ||
Invesco Comstock A | 6.84B | 15.35 | 12.05 | 9.71 | ||
Invesco Diversified Dividend A | 3.97B | 13.93 | 9.07 | 8.32 | ||
Invesco SmallCapValue Y | 3.48B | 19.65 | 17.48 | 12.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 22.06 | 11.90 | 13.37 | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.40 | 408.46 | -0.47% | |
NVIDIA | US67066G1040 | 6.65 | 136.05 | +0.48% | |
Apple | US0378331005 | 5.85 | 222.01 | -0.40% | |
Amazon.com | US0231351067 | 4.36 | 195.78 | -1.09% | |
JPMorgan | US46625H1005 | 3.07 | 219.78 | -1.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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